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JESSOP (GAR) JAPAN OPPORTUNITIES PF - Fund overview

No Bestinvest rating


Overview of JESSOP (GAR) JAPAN OPPORTUNITIES PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. JESSOP (GAR) JAPAN OPPORTUNITIES PF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  PENSION FUND
Launched  November, 1988
Size  £1m
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 54.27p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 5.98%
Annual management charge 0.75%
Total expense ratio 0.83%
Reduction in yield (10yr) 1.44%

Bestinvest says


No information available.

Portfolio

jessop (gar) japan opportunities pf asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 1%
jessop (gar) japan opportunities pf equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 0%
Japan 100%
Pacific 0%
Other Equity 0%
jessop (gar) japan opportunities pf equity capitalisation illustration
Allocation Proportion
Large Caps 61%
Mid Caps 28%
Small Caps 11%

Investment process


The investment objective and policy of this Fund is to invest in a spread of Japanese securities, aiming to yield consistent positive returns regardless of the market conditions. The fund is managed on an active quantitative basis. Stocks are selected through the use of Gartmore’s proprietary quantitative models, which is built entirely from fundamental inputs and ranks the relative attractiveness of equities based on qualitative measures of estimate revision, momentum, valuation and earnings quality.

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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